| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DRN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.6% | +17.1% | −18.8% | +26.8% | −3.7% | +1.0% | +7.5% | — | — | — | — | — | +34.4% | +9.3% | +25.1pp |
| 2025 | +3.5% | +12.0% | −8.9% | −7.5% | +1.4% | −0.6% | −1.6% | +5.0% | −0.3% | −9.9% | +4.3% | −6.8% | −11.2% | +17.7% | −29.0pp |
| 2024 | −15.2% | +5.9% | +4.2% | −25.3% | +13.9% | +5.1% | +21.1% | +16.2% | +8.7% | −10.7% | +10.8% | −25.3% | −5.3% | +24.9% | −30.2pp |
| 2023 | +29.9% | −18.1% | −7.4% | +1.6% | −14.3% | +15.5% | +2.9% | −10.5% | −21.4% | −10.8% | +39.1% | +25.8% | +12.0% | +26.2% | −14.1pp |
| 2022 | −23.7% | −11.9% | +24.0% | −11.9% | −16.9% | −21.6% | +26.5% | −17.0% | −36.5% | +3.2% | +17.6% | −15.4% | −67.3% | −18.2% | −49.1pp |
| 2021 | −1.0% | +10.0% | +15.5% | +24.8% | +1.4% | +7.3% | +13.2% | +6.1% | −16.7% | +22.1% | −7.1% | +30.3% | +152.9% | +28.7% | +124.2pp |
| 2020 | +2.8% | −21.6% | −64.8% | +18.0% | +2.4% | +3.1% | +9.6% | +0.9% | −9.6% | −9.9% | +30.4% | +7.5% | −55.4% | +18.3% | −73.7pp |
| 2019 | +38.0% | +1.4% | +9.7% | −2.3% | +0.0% | +2.0% | +3.6% | +9.9% | +5.2% | +2.8% | −4.8% | +1.5% | +81.9% | +31.2% | +50.6pp |
| 2018 | −13.0% | −22.9% | +11.2% | +3.1% | +11.2% | +13.2% | +1.1% | +8.4% | −8.4% | −9.9% | +13.6% | −24.6% | −25.1% | −4.6% | −20.5pp |
| 2017 | −0.9% | +10.3% | −7.8% | +0.0% | −2.6% | +6.1% | +3.0% | −1.4% | −0.9% | −3.5% | +7.7% | −1.3% | +7.5% | +21.7% | −14.2pp |
A month’s return is its month-end close over the prior month-end’s, so a year’s figure is exactly the product of its twelve monthly cells — no separate annualisation, no resampling. A blank cell means no return exists for that month (the series had not started, or it is the very first month-end, which has nothing to be measured against). Blank is never zero.
Basis. DRN is on the total return (splits + dividends) basis, SPY on the total return (splits + dividends) basis. Both columns are on the same basis, so the Δ column is a like-for-like difference.
Partial years. A year marked “ytd” or “part” does not cover the full calendar year: either the stored history starts inside it (the figure is measured from the first month-end present) or the data stops before December (the figure runs through the last stored close). The row’s own tooltip names the exact boundary. It is never dressed up as a calendar-year return.
End of day. These are stored end-of-day closes, and the window is anchored on the LAST stored bar rather than today’s date — so the newest row ends where the data ends. Nothing here is intraday.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 17 | 17 | 17 | 17 | 17 | 17 | 17 | 17 | 17 | 17 | 17 | 17 |
| Positive ⓘ | 59% | 59% | 65% | 65% | 47% | 65% | 88% | 47% | 35% | 47% | 53% | 71% |
| Median | +3.5% | +3.3% | +4.2% | +3.1% | +0.0% | +3.1% | +5.8% | −0.7% | −6.0% | −2.9% | +4.3% | +5.0% |
| Best | +38.0% | +17.1% | +33.4% | +26.8% | +13.9% | +21.3% | +27.7% | +41.0% | +16.0% | +42.2% | +39.1% | +30.3% |
| Worst | −23.7% | −22.9% | −64.8% | −25.3% | −20.2% | −21.6% | −1.6% | −23.9% | −36.5% | −17.0% | −15.7% | −25.3% |
| vs SPY ⓘ | +2.8pp | +0.7pp | +4.5pp | +2.6pp | −2.9pp | +1.3pp | +4.6pp | −1.7pp | −5.8pp | −3.0pp | +3.1pp | +5.3pp |
204 monthly observations across 2009–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
